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Cardif Mdt CTBC Inv SITE Risk Mgt StgyMD (0P0001KYZE)

Other OTC - Other OTC Delayed price. Currency in USD
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8.78+0.01 (+0.11%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.89%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (20 May 2024)9.98%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return9.98%
Worst 3-yr total return-2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001KYZECategory
YTD0.11%0.00%
1-month-2.98%0.00%
3-month0.39%0.00%
1-year5.21%0.00%
3-year-4.04%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001KYZECategory
2024
N/AN/A
2023
9.98%N/A
2022
-19.45%N/A
2021
3.88%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.18%N/AN/AN/A
20234.34%2.91%-4.27%6.99%
2022-5.63%-11.80%-7.22%4.30%
20211.05%3.89%-1.97%0.94%
20201.88%10.81%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year5.21%
3-year-4.04%
5-yearN/A
10-yearN/A